Retirement Roadmap

With our Retirement Roadmap, we develop a saving, investing, and retirement plan that is unique to each client. With these tools—and ongoing communication in several forms—our clients know that Safe Harbor is there to guide them through both good times and challenging markets. In our semi-annual meetings, we review the client's portfolio, goals, unique circumstances, and any changing needs, while updating the Financial Organizer and fine-tuning the Retirement Roadmap. Please click on the video images below to learn how the Retirement Roadmap guides ongoing investment and financial decisions, and how our coordinated approach has worked successfully for our clients.

This communication is strictly intended for individuals residing in the states of FL, GA, MA, MD, NJ, OR, SD. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.